Microsoft Planner First Look

Author

Released

7/1/2016

Getting things done is all about implementing solutions that facilitate successful collaboration. Microsoft Planner enables groups to structure teamwork more easily and boost productivity. This course offers a quick overview of how to get things done in Planner, from creating plans and setting due dates to updating projects and sharing files with team members.

Join Nick Brazzi as he shows you how to get started with Microsoft Planner. He takes you through basic administration, including team member setup and plan creation. After establishing teams and plans, Nick shows you how assign tasks to team members and how to use the features that help keep the plan organized, including labels, checklists, and descriptions. Since collaboration is essential, Nick demonstrates how both you and the team can use comments to communicate progress with coworkers. He concludes with how to keep plans on schedule through monitoring and changing assignments when necessary.

Topics include:

Finding and accessing Microsoft Planner

Creating and administering teams

Making plans and tasks

Editing task details

Reviewing schedules

Monitoring plans, tasks, and assignments

Managing multiple plans

Skill Level Beginner

39m 59s

Duration

60,531

Views

Show MoreShow Less

- [Voiceover] Hi, I'm Nick Brazzi.In this course we'll be doing a brief introductioninto Microsoft Planner, which is a web-basedproject management tool in Microsoft's Office 365 suite.It's great for keeping track of multiple projects,assigning team members to certain tasks,and monitoring tasks as work progresses.We'll start by seeing how you can access Microsoft Planneron the web through an Office 365 business account.We'll create a new plan, which is what you useto organize all of the team membersand assignments for a specific project.

We'll create tasks which are targeted to-do itemsand we'll assign them to team membersso that every essential action itemin the project can be tracked and accounted for.I'll take a look at how to monitor the planto see which tasks are on schedule,which are behind schedule, and which are completed.I'll also look at moving tasks to other team memberswhen one person falls behind schedule,and how to use comments to communicatevital information related to each task.Planner is fairly small, so this course is not very long.

It won't take long to learn the basicsof creating plans, making assignments,and monitoring the progress as work is done.So if you've been looking for a way to keepyour projects and team members organized,I hope you'll join me for this course.Then you can decide if Planner is the app that you need.